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Update 26.1 #272
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@@ -11,27 +11,66 @@ The Dashboard Designer associates dimension values/measures and specified colors | |||||
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| The following concepts are common to both Desktop and Web Dashboard controls: | ||||||
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| * Dashboard palettes | ||||||
| * Color Modes | ||||||
| * Color Schemes | ||||||
| * Supported Dashboard Items | ||||||
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| Refer to the following topic for more information about common concepts: [Coloring Basics](../coloring.md). | ||||||
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| ## Predefined Dashboard Palettes | ||||||
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| The following palettes are available: | ||||||
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| | Palette | Description | | ||||||
| | --- | --- | | ||||||
| | **Default** | The default palette used to color dashboard item elements. | | ||||||
| | **Bright** | Bright color accents. Optimized for users with deuteranopia and protanopia. | | ||||||
| | **High Contrast** | High visual contrast. Suitable for grayscale rendering, monochrome vision, and users with deuteranopia, protanopia, and tritanopia. | | ||||||
| | **Warm Gradient** | A Yellow-Orange-Brown palette. Optimized for grayscale rendering and users with deuteranopia, protanopia, and tritanopia. | | ||||||
| | **Sunset** | Warm sunset tones intended for values between two extremes. Optimized for users with deuteranopia and protanopia. | | ||||||
| | **Vibrant** | Vivid color contrast. Optimized for users with deuteranopia and protanopia. | | ||||||
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| You can change a dashboard palette in the Color Scheme dialog in the WinForms Dashboard Designer: | ||||||
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| The selected palette applies to the entire dashboard and uses consistent colors and styles for identical values across dashboard items. | ||||||
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| ### Hatch and Line Styles | ||||||
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| For each color, you can also specify hatch and line styles to distinguish data series without relying on color: | ||||||
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| * **Line Styles** | ||||||
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| Use line styles for Chart and Range Filter dashboard items with line series. | ||||||
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| * **Fill Styles** | ||||||
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| Use a solid or hatch fill style for Chart dashboard items with bar and bubble series, Range Filter dashboard items with bar series, Pie, Scatter Chart, and Pie Map dashboard items. | ||||||
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| > [!NOTE] | ||||||
| > Hatch and line styles apply only to the dashboard items and series types listed above. | ||||||
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| ## Color Mode: None | ||||||
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| You can disable default color variation for dashboard item elements. | ||||||
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| If you add a [TreeMap](../../dashboard-item-settings/treemap.md) to a dashboard, individual elements (titles) use different colors: | ||||||
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| _State_ values (Arguments) use different colors. To disable color variation, go to the Argument settings and select **Color by | None**. | ||||||
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| Add a [Chart](../../dashboard-item-settings/chart.md) with the same Argument and Value as in the TreeMap: | ||||||
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| Note that **Default** means **None** for chart arguments. | ||||||
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| Set the TreeMap's color mode to **Default** or **Hue**: | ||||||
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| In the Chart settings, move _State_ from Arguments to Series. **Default** now means **Hue** in this new context. The coloring indicator () on the data item shows that color variation by hue is enabled. | ||||||
| In the Chart settings, move _State_ from Arguments to Series. **Default** now means **Hue** in this new context. The coloring indicator () on the data item shows that color variation by hue is enabled. | ||||||
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| Add _Category_ as a chart argument and switch to 100% Stacked View: | ||||||
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| ## Use Global Color Scheme | ||||||
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| The same _State_ data items use identical colors. Dashboard constructs a **Global Color Scheme** for this purpose. | ||||||
| The same _State_ data items use identical colors and styles. The dashboard constructs a **Global Color Scheme** for this purpose. | ||||||
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| Add a [Range Filter](../../dashboard-item-settings/range-filter.md) with the following settings: | ||||||
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| Corresponding _State_ fields are painted with the same colors, so you can associate and compare data from all dashboard items. This happens because all items use **Global Colors** (the default setting). You can see the switch to **Global Colors** in the Ribbon. Click **Edit Colors** to modify the colors used in the palette: | ||||||
| Identical colors and styles correspond to the same _State_ values, so you can associate and compare data across all dashboard items. All items use **Global Colors** by default (you can toggle this in the Ribbon). Click **Edit Colors** to modify the colors and styles used in the palette: | ||||||
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| > [!NOTE] | ||||||
| > The dashboard uses the default palette. This palette contains 20 unique colors to paint dimension values/measures. For more information on how to change default colors or create a new color table, refer to the following help topic: [Customizing a Color Scheme](customizing-a-color-scheme.md). | ||||||
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| This is how the Dashboard appears after you change the color for *Georgia* in the palette: | ||||||
| This is how the Dashboard appears after you change the color or style for *Georgia* in the palette: | ||||||
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| ## Use Local Color Scheme | ||||||
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| If you want to use an independent set of colors in the selected dashboard item, switch to the **Local Color Scheme**. | ||||||
| If you want to use an independent set of colors and styles in the selected dashboard item, switch to the **Local Color Scheme**. | ||||||
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| You can see the Treemap's arguments that use colors from the **Local Color Scheme**: | ||||||
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| Colors modified in the local color scheme do not affect items that use the global color scheme. The following image shows a custom color for _Georgia_ in the Treemap: | ||||||
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| ## Dashboard Item Color Mode Specifics | ||||||
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| legacyId: 17945 | ||
| --- | ||
| # Customizing a Color Scheme | ||
| The Dashboard Designer provides the capability to edit colors contained in [global and local color schemes](coloring-concepts.md). You can select the required color from the default dashboard palette or specify a custom color. | ||
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| The Dashboard Designer allows you to edit colors and styles in [global and local color schemes](coloring-concepts.md). You can select a color or style from a dashboard palette or specify a custom color or style. | ||
| * [Invoke a Color Scheme Dialog](#invoke-a-color-scheme-dialog) | ||
| * [Edit Colors](#edit-colors) | ||
| * [Add a New Value](#add-a-new-value) | ||
| * [Add a New Color Table](#add-a-new-color-table) | ||
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| ## <a name="invoke-a-color-scheme-dialog"/>Invoke a Color Scheme Dialog | ||
| To edit colors, use the **Color Scheme** dialog. You can invoke this dialog in the following ways. | ||
| * To edit colors in a global color scheme, use the **Edit Colors** button in the **Home** ribbon tab or the **Edit Colors** button in the dashboard item's **Design** tab. | ||
| ## Invoke a Color Scheme Dialog | ||
| To edit colors and styles, use the **Color Scheme** dialog. You can open this dialog in the following ways: | ||
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| * To edit colors and styles in a global color scheme, use the **Edit Colors** button in the **Home** ribbon tab or the **Edit Colors** button in the dashboard item's **Design** tab. | ||
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| * To edit colors in a local color scheme, use the **Edit Colors** button in the contextual **Design** ribbon tab. | ||
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| * To edit colors and styles in a local color scheme, use the **Edit Colors** button in the contextual **Design** ribbon tab. | ||
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| Lets consider a Chart dashboard item whose dimensions and measures are colored by hue using local colors. | ||
| Consider a Chart dashboard item where dimensions and measures are colored by hue with local colors. | ||
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| For this dashboard item, the **Color Scheme** dialog will contain combinations of all dimension values and a specific measure. | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. what do you mean by "and a specific measure"? |
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| In this dialog, you can perform the following actions. | ||
| * [Edit automatically assigned colors](#edit-colors) or specify new colors. | ||
| * [Edit automatically assigned colors and styles](#edit-colors) or specify new colors and styles. | ||
| * [Add new values](#add-a-new-value) to a color table. | ||
| * [Add new color tables](#add-a-new-color-table) containing values whose colors are not yet assigned. | ||
| * [Add new color tables](#add-a-new-color-table) that contain values whose colors and styles are not yet assigned. | ||
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| ## <a name="edit-colors"/>Edit Colors | ||
| You can customize automatically assigned colors in several ways. | ||
| ## Edit Colors | ||
| You can customize automatically assigned colors and styles in several ways. | ||
| * To retain the automatically assigned color for the selected value, right-click the required value in the **Value** column and select **Retain this color**. | ||
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| This reserves the current palette color for the selected value. | ||
| * You can select another palette color by clicking the required cell in the **Color** column. | ||
| * You can click the required cell in the **Color** column to select another palette color. | ||
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| * To specify a custom color, click **More Colors...** and pick any color using the RGB or HSB color model in the invoked **Select Color** dialog. | ||
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| * To specify a custom color, click **More Colors...** and use the RGB or HSB color model in the invoked **Select Color** dialog to choose any color. | ||
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| * To specify a fill style, click the required cell in the **Fill Style** column and select the required hatch style from the drop-down list. | ||
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| You can reset the customized color for the selected value using the **Reset** menu item. | ||
| * To specify a line style, click the cell in the **Line Style** column and select the line style from the drop-down list. | ||
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| Use the **Reset**/**Reset all** menu items to reset the customized colors. | ||
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| ## <a name="add-a-new-value"/>Add a New Value | ||
| The **Color Scheme** dialog allows you adding a new value with the specified color to the selected color table. To do this, click the **New Value...** button. | ||
| ## Add a New Value | ||
| The **Color Scheme** dialog allows you to add a new value with the specified color to the selected color table. To do this, click the **New Value...** button. | ||
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| In the invoked **New Value** dialog, specify the dimension values, add the required measures and click **OK**. This creates a new value whose color can be specified as described in [Edit Colors](#edit-colors). | ||
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| You can remove manually added values using the **Remove** context menu item. | ||
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| ## Add a New Color Table | ||
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| ## <a name="add-a-new-color-table"/>Add a New Color Table | ||
| The **Color Scheme** dialog also allows you to add a new color table containing values whose colors are not yet assigned. To do this, click **New Color Table...** button. | ||
| The **Color Scheme** dialog also allows you to add a new color table containing values whose colors are not yet assigned. To do this, click the **New Color Table...** button. | ||
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| In the invoked dialog, specify the data source, add the required dimensions and enable the **'MeasureNames' Dimension** check-box if you need to add measures to a color table. | ||
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